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Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 28, 2026 - Long-end US Treasury yields have broken out of their five-year range primarily due to strong nominal and real GDP growth, and the current level of…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 21, 2026 - Despite a rate hike and rising gas costs squeezing households this year, consumer spending remains resilient thanks to historically low household leverage, near-full employment, and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 14, 2026 - Futures markets see a 90% chance of a 25-basis-point hike at this week’s Federal Open Market Committee meeting, and while central banks rarely stop at…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 8, 2026 - S&P 500 forward earnings are projected to surge 36% year over year—an unusually strong level normally seen only in post-recession recoveries—and while such rapid growth…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 31, 2026 - In his Jackson Hole speech, Fed Chair Kevin Warsh flagged AI’s growing but uncertain macroeconomic role, reaffirmed the 2% PCE inflation target, and offered an…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 24, 2026 - Longer-dated Treasury yields have climbed to multidecade highs, prompting the Treasury Department to expand its buyback operations; rather than attributing the sell-off to bond vigilantes…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 17, 2026 - July’s soft inflation data—0.1% headline and 0.2% core CPI—has boosted the odds of a September Fed pause to 70% and encouraged investors to unwind near-term…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 10, 2026 - July payrolls badly missed expectations with 23,000 jobs lost versus a projected 93,000 gain, but statistical quirks like seasonal education adjustments and World Cup hiring…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 3, 2026 - Following last week's FOMC rate hold—another "hawkish pause" with three dissents—the press conference left investors wanting clearer insight into both forward guidance and the Fed's…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 27, 2026 - US Strategic Petroleum Reserve withdrawals have helped stabilize oil markets during Strait of Hormuz disruptions, but with over 100 million barrels already drawn and disagreement…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 20, 2026 - June’s Consumer Price Index fell 0.4% as a 23% drop in WTI crude oil prices combined with unusually broad-based cooling in core inflation and encouraging…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 13, 2026 - As capital in the AI trade rotates from hyperscalers to the memory-chip makers benefiting from their spending, surging AI-driven demand has sent memory prices and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 6, 2026 - Through the first half of 2026 the S&P 500 rose another 10%, extending a gain of over 100% since late 2022 that has been driven…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 29, 2026 - At the halfway point of 2026, our Investment Office now sees the Iran war’s energy price spike as slowing progress on inflation, finds its views…

Joseph Matus, Principal

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Stephanie Bellisario

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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